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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,590 | $104,650-66.9% | $83,854-58.7% | $155,188-77.7% |
| Participation rate | 11.1% | 65.1%-54.0pp | 59.1%-48.0pp | 80.8%-69.7pp |
| Annual return | -34.75% | 28.97%-63.7pp | 31.39%-66.1pp | 148.84%-183.6pp |
| Employer contribution / active EE | $175 | $1,196-85.3% | $1,017-82.8% | $4,248-95.9% |
| Participant deferral / active EE | $1,156 | $2,367-51.2% | $2,035-43.2% | $6,531-82.3% |
| Admin fee / account holder | $18,740 | $3,518+432.6% | $3,197+486.2% | $14,480+29.4% |